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Caldwell Sutter Capital’s Bank of Montreal BMO Stock Holding History

Caldwell Sutter Capital’s Portfolio BMO Stock Details BMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$69.3K Sell
512
-24
-4% -$3.33K 0.03% 343
2025
Q4 		$69.6K Sell
536
-95
-15% -$12K 0.03% 319
2025
Q3 		$82.2K Sell
631
-104
-14% -$12.3K 0.04% 305
2025
Q2 		$81.3K Buy
735
+4
+0.5% +$403 0.04% 300
2025
Q1 		$69.8K Sell
731
-148
-17% -$14.6K 0.03% 316
2024
Q4 		$85.3K Buy
879
+27
+3% +$2.55K 0.04% 292
2024
Q3 		$76.8K Sell
852
-7
-0.8% -$597 0.04% 307
2024
Q2 		$72K Sell
859
-330
-28% -$30K 0.04% 307
2024
Q1 		$116K Buy
1,189
+35
+3% +$3.3K 0.06% 259
2023
Q4 		$114K Buy
1,154
+11
+1% +$918 0.06% 255
2023
Q3 		$96.4K Sell
1,143
-7
-0.6% -$615 0.05% 259
2023
Q2 		$104K Buy
1,150
+466
+68% +$41.2K 0.05% 246
2023
Q1 		$61K Buy
+684
New +$64.9K 0.04% 229

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return